PLAN DESIGN & CONSULTING

• Initially, we are available to provide you with an analysis of various plan costs and benefits to help determine which plan(s) and features may meet your goals. We will then work with you to design the retirement plan best suited to your company's goals and employee needs.

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• If you have an existing retirement plan, we will review the plan provisions to determine if the plan features are still aligned with the goals of the business and tailored to provide the most salient benefits for its employees.

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• As appropriate, we are available to draft your plan using our Davis Moore & Associates prototype plan document and provide all items necessary to implement your plan, including required Summary Plan Description, participant notices and enrollment materials.  

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• We provide plan amendments to our prototype document as required to keep your plan in compliance with changing pension laws.  In addition, we will prepare plan amendments designed to implement changes in plan features as requested.

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• We offer education and training to your staff on how to best manage your retirement plan and perform ongoing operational tasks, including employee enrollment and payroll contribution deposits.  We will review plan administrative practices to confirm that they follow and are consistent with plan documentation.